Role: Paraplanner
Location: Hybrid (Brighton / Chichester / Worthing hubs)
Salary: £35,000 – £45,000 + Benefits
About the Role & Firm
Are you a Diploma-qualified Paraplanner looking for a role that offers true technical depth, genuine hybrid flexibility, and a supportive team dynamic?
Our client is an established wealth management practice known for delivering fully integrated financial planning and specialist tax advice. Working side-by-side with both Financial Advisers and Tax Specialists, you will play a central role in delivering sophisticated, high-value financial strategies for private clients.
Following an initial onboarding period, this position operates on a true hybrid setup, allowing you to split your week between home and one of their modern South Coast offices (Brighton, Chichester, or Worthing).
Key Responsibilities
- Suitability & Reports: Draft tailored suitability reports and comprehensive recommendation files across a broad range of client planning needs.
- Technical Research & Due Diligence: Conduct market research, cash flow modeling, and technical analysis alongside investment committee due diligence.
- Adviser Collaboration: Act as a key technical sounding board for advisers, ensuring recommendations are seamless, fully compliant, and robust.
- Mentorship & Development: Support junior team members and new joiners through coaching and peer review.
- Process & Ad-Hoc Projects: Work closely with the Paraplanning Manager on workflow efficiencies and special technical projects.
What We Are Looking For
- Qualification: Level 4 Diploma in Regulated Financial Planning (CII or equivalent).
- Experience: Minimum 3 years of paraplanning experience focused on complex recommendation reports and annual reviews.
- Tech Stack: Familiarity with back-office and planning tools such as Intelligent Office, CashCalc, Genovo, and FE Analytics (or similar).
- Mindset: Strong self-starter with excellent attention to detail, proactive problem-solving skills, and a collaborative team approach. Supervisory or mentoring experience is a plus.
Key Benefits & Working Culture
- Competitive base salary (£35k–£45k DOE)
- Flexible hybrid working model with genuine work-life balance
- 4% employer pension contribution
- Death in Service benefits
- WPA Healthcare Cash Plan (post-probation)
- Relaxed, modern working environment with a smart-casual dress code
- Clear pathways for long-term career progression and ongoing qualification support
Paraplanner in Brighton employer: Fintro
Join our dynamic team in Leicester as a Trainee Financial Advisor, where we prioritise your professional growth and success. With a structured career progression pathway, direct mentorship from seasoned professionals, and a supportive work culture, you will be well-equipped to achieve your Competent Adviser Status (CAS) and thrive in a rewarding financial advisory career. Our commitment to employee development, coupled with a competitive salary and benefits, makes us an exceptional employer for aspiring financial advisors.
